Individual Investor

Institutional Investor

The UnifiedPlan®

A Snapshot of Success

Before

31%

After

68%

Participant Outcomes

Before

8%

After

92%

Acceptance Rate

After

100%

Plan Improvement

The UnifiedPlan®

Retirement Success: The Statistic That Truly Matters

What is the ultimate goal of a retirement plan? At Unified Trust, we believe it's helping participants reach retirement with enough money to last them the rest of their lives. Many talk about retirement success, but few can or will quantify it. We have a record of time-tested solutions for helping people reach retirement success, and we have the results to show for it! These aren't just percentages and statistics; they are actual people. Percentages mean nothing, people mean everything.

Products and services offered by Unified Trust Company, N.A. are not insured by the FDIC, are not a deposit or other obligation of, or guaranteed by, Unified Trust Company, N.A., and are subject to investment risks, including possible loss of the principal amount invested.